May 20, 2026
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8 min read
Three separate crises — Beijing, Goma, and your tap water — are moving on the same day. None of them are in the same headline.
May 19, 2026
9 min read
Three governments, three decades-old yield records broken in one week — and the new Fed chair hasn't held a single meeting yet
May 18, 2026
7 min read
Oil is above $110, the 30-year is above 5%, and the Situation Room is open for business.
May 15, 2026
Beijing delivered language on Hormuz but no mechanism to open it — and a $1.75 trillion IPO drops into that vacuum as early as today.
May 14, 2026
The cease-fire conversation and the rubble-clearing are happening at the same time — and markets haven't noticed either one.
May 13, 2026
Trump lands in Beijing with inflation at a three-year high and a new Fed chair about to take the wheel.
May 12, 2026
14 min read
Three converging forces — oil, the Fed, and a Beijing summit — are rewriting the risk map this week.
May 11, 2026
The counter-proposal Tehran submitted through Islamabad was never a peace offer — it was a territorial claim.
May 8, 2026
15 min read
On May 8, 2018, Trump exited the Iran deal. Today he's trying to sign a replacement — with weaker terms, at a higher price.
May 7, 2026
13 min read
The trade truce headlines are covering for three structural clocks that all expire this year.
May 6, 2026
Washington is wiring in an Iran war supplemental while the bond market is already telling it the price of more debt.
May 5, 2026
Iran struck UAE soil for the first time since the ceasefire. The gambit to free up Hormuz shipping made things worse before it could make them better.
